1 / 22

“ Opportunity for U.S. Firms ” in the growth of wireless network businesses in Asia

“ Opportunity for U.S. Firms ” in the growth of wireless network businesses in Asia. Koji Osawa , Ph. D. Managing Principal and Co-Founder Global Catalyst Partners Dec. 8th 2005. Global Catalyst Partners. VC for Early Stage Start-up Companies in IT sector

kuri
Download Presentation

“ Opportunity for U.S. Firms ” in the growth of wireless network businesses in Asia

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. “ Opportunity for U.S. Firms ” in the growth of wireless network businesses in Asia Koji Osawa, Ph. D. Managing Principal and Co-Founder Global Catalyst Partners Dec. 8th 2005

  2. Global Catalyst Partners • VC for Early Stage Start-up Companies in IT sector (Component, Software, System/Sub-System) • $300M under management • Management Team • Kamran Elahian (Chairman & Co-Founder) (Co-Founder of Ciruss Logic, NeoMagic, Centillium) • Koji Osawa (Managing Principal & Co-Founder) (Mitsubishi Corp.) • Vijay Parikh (Managing Principal) (VP & GM, CISCO Systems) • Art Schneiderman（Principal & Co-Founder) (Partner, Wilson Sonsini Goodrich & Rosati) • Global Operation • US, Japan, Beijing, Singapore, Israel

  3. Wireless Businesses in Asia • Asia is the largest region for BWA deployment.

  4. BWA Subscribers (Asia vs. NA) Thousands of Subscribers Source: YANKEE GROUP “Positioning WiMAX for Success in the Global Broadband Market” 2004 Market Assessmentfor Aisa-Pacific ・India and China present the largest global opportunity for growth ・Developed regions such as Korea and Japan are interested in prospects for mobile WiMAX

  5. Wireless Businesses in Asia • Asia is the largest region for BWA deployment. • Each Asian country have unique characteristics. • Japan / Korea : • High ratio of Mobile Internet

  6. Ratio of mobile phone Internet subscribers to mobile phone subscribers [%] Source: White Paper 2005 (Ministry of Internal Affairs and Communication of Japan (MIC) )

  7. Wireless Businesses in Asia • Asia is the largest region for BWA deployment. • Each Asian countries have unique characteristics. • Japan / Korea : • High ratio of Mobile Internet • Very active to adapt new technologies and services (ex.) 3G, EV-DO, HSDPA, WiMax, Camera Phone, Contactless IC Card, RF ID, GPS, Ringtone, Terrestrial Digital Broadcasting, …….

  8. Mobile phone subscribers in Japan Transition in the number of mobile phone subscribers in Japan Transition in the number of 3G mobile phone subscribers in Japan Source: White Paper 2005 (MIC of Japan)

  9. Features of Mobile Phones Survey on the Most Useful Features of Mobile Phones in Japan [%] Source: White Paper 2005 (MIC of Japan)

  10. Cameraphone Sales Forecasts Sales (m) 1000 899.4 867.0 900 844.0 820.2 793.3 800 745.5 691.3 700 604.5 600 530.7 450.3 500 373.6 400 301.5 300 200 100 0 2005 2006 2007 2008 2009 2010 Total handsets Cameraphones Camera Phone (WW) Source: Informa Telecoms & Media ‘Future Mobile Handsets strategic report 2005’

  11. Terrestrial digital broadcasting in Japan Shipment of terrestrial digital broadcasting receivers Source: White Paper 2005 (MIC of Japan)

  12. Contactless IC Cards “FeliCa (Sony) ” FeliCa card is the world's first contactless smart card certified by ISO / IEC 15408 EAL4, which is the most reliable criteria to measure the security level of a system. Source: www.sony.net /products/felica/

  13. eMoney Services in Japan

  14. Shipments of FeliCa chips reached 100 million units as of October, 2005 China Japan Thailand HongKong Mobile India Singapore Shipments of FeliCa chips 100 million ・Contactless IC card 90 million ・Mobile FeliCa 10 million Source: www.sony.net

  15. Wireless Businesses in Asia • Asia is the largest region for BWA deployment. • Each Asian countries have unique characteristics. • Japan / Korea : • High ratio of Mobile Internet • Very active to adapt new technologies and services (ex.) 3G, EV-DO, HSDPA, WiMax, Camera Phone, Contactless IC Card, RF ID, GPS, Ringtone, Terrestrial Digital Broadcasting, ……. • Major system, device & service companies (Samsung, LG, NEC, Panasonic, Sony, Hitachi, Fujitsu,….)

  16. Wireless Businesses in Asia • China : • World leader in mobile subscribers and large opportunity to grow

  17. China World Leader in….

  18. Wireless Businesses in Asia • China : • World leader in mobile subscribers and large opportunity to grow • MVAS sales for 2005 is $1B+ and growing

  19. China’s MVAS Markets Source : Morgan Stanley Research

  20. Wireless Businesses in Asia • China : • World leader in mobile subscribers and large opportunity to grow • MVAS sales for 2005 is $1B+ and growing • Crucial mass-market manufactures (Huawei, ZTE, …) • India : • Large opportunity to grow • 60M mobile users today and 120M lines expansion by 2007 • Active to deploy BWA (BSNL, Reliance, Tata,....) • Taiwan : • Center of handset manufacturing (BenQ, Compal, ASUS, Foxconn, Quanta, CMCS, Arima, HTC, Inventech, …..)

  21. Opportunities for U.S. Firms • Asia : • Growing Market • Active to adapt New Technologies & Services • Major System & Device Companies • Opportunities : • Infrastructure (System, SW, Services, ….. ) • India, China, BWA, RF ID, Contactless IC Card, M-Commerce, …. • Enabling Technologies (Components, SW, System, …. ) • Lower Cost, More Features, Lower Power, New Revenue Generation, …. • Services & Content • Local oriented, but Business Model, Brand, …. • Investment, M&A • Opportunities for PEs (VCs, Buyout,..) & Corporations • Exit Strategy • Acquisitions by Asian Firms

  22. Thank You. Koji Osawa, Ph. D. Managing Principal and Co-Founder Global Catalyst Partners Dec. 8th 2005

More Related